See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,381 | $100,852-91.7% | $90,404-90.7% | $158,922-94.7% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | 22.54% | 1724.20%-1701.7pp | 1293.02%-1270.5pp | 302.83%-280.3pp |
| Employer contribution / active EE | $318 | $3,689-91.4% | $3,262-90.3% | $4,761-93.3% |
| Participant deferral / active EE | $1,135 | $4,348-73.9% | $3,963-71.4% | $5,982-81.0% |
| Admin fee / account holder | $61 | $6,501-99.1% | $5,611-98.9% | $11,246-99.5% |